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Contents

Official guidance
Self Assessment Manual

SAM72000 · Manage work: access to records

  • SAM72001 · Introduction
  • SAM72010 · Case view hierarchy
  • SAM72020 · Individual access
  • SAM72030 · Responsible offices and agents
  • SAM72040 · Responsible offices and taxpayers
  • SAM72050 · Transfer of responsibility for taxpayers
  • SAM72060 · User roles
  • SAM72062 · Agent maintainer
  • SAM72064 · Appeals handler - processing and technical office
  • SAM72066 · Appeals handler - recovery office
  • SAM72068 · BACS rejection processor - FAO
  • SAM72070 · Call centre adviser
  • SAM72072 · Charge remitter - recovery office
  • SAM72074 · Clerical accounts office caseworker
  • SAM72076 · Clerical caseworker - recovery office
  • SAM72078 · Clerical caseworker - technical office
  • SAM72080 · Clerical processing manager
  • SAM72082 · Clerical processing officer
  • SAM72084 · Clerical reallocation officer - processing, recovery and technical offices
  • SAM72086 · Compliance manager
  • SAM72088 · Compliance signals maintainer - CRI
  • SAM72090 · Enquiry officer - processing office
  • SAM72092 · Enquiry officer - technical office
  • SAM72094 · Office manager
  • SAM72096 · Payment processor - processing office
  • SAM72098 · Payment processor - recovery and technical office
  • SAM72100 · Repayment authoriser
  • SAM72102 · Review interest officer - processing and recovery office
  • SAM72104 · Review interest officer - technical office
  • SAM72106 · RTC agent - receivables telephone centre
  • SAM72108 · SA quality case selection officer
  • SAM72110 · SA view only
  • SAM72112 · Time to pay officer - processing and recovery office
  • SAM72114 · Worklist manager - recovery office
  • SAM72116 · Worklist manager - technical office
  • SAM72118 · Worklist viewer
  1. Manage work: access to records: contents
  2. Manage work: access to records: responsible offices and agents

SAM72030 | Manage work: access to records: responsible offices and agents

From HM Revenue & Customs · Self Assessment Manual

As from 23 November 2009, a new centralised team based in Longbenton deals with all SA agent maintainer work for Customer Operations PSA. Agents should be advised that maintenance of their agents details are made by the Agent Maintainer Team within the Central Agent Authorisation Team (CAAT AM Team) and communications must be by letter only.

Any correspondence for agents based abroad (including Channel Islands and Isle of Man) should be sent to

CAR Abroad Agent Maintainer at CAR Residency
St Johns House
Unit 353, Merton Road
Liverpool
L75 1BB

All other SA agent maintainer customer correspondence should be redirected to the team at

Agent Maintainer Team
PT Ops North East England
HMRC
United Kingdom
BX9 1AN

The CAAT Agent Maintainer team deals only with written enquiries from agents to set up new records, allocate their ID codes and maintain their correspondence details

(This content has been withheld because of exemptions in the Freedom of Information Act 2000)

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